How can I transfer an order to a group or organization? - Fri - Feb 20, 2026 - 3:38pm

Callie Stearns
Fri - Feb 20, 2026 - 3:38pm ⚬ 0 Comments Orders
---
On the public purchase page, buyers can optionally enter a “Company” name at checkout. This field is useful for the buyer, but, it does not auto‑create or auto‑fill a Group/Organization (to protect private data and avoid accidental linking between unrelated buyers).

However, as a venue admin you can upgrade that company name into an official group and attach the order:


1. From the admin, open the order where the buyer entered a company name.
2. Next to the company name, use the transfer icon (Font Awesome “arrow-right-from-arc” icon).

   

3. Clicking this icon opens a Transfer modal, similar to the “eye” (view) modal.

   

4. In the modal, search for an existing Group/Organization by name (for example, “Thunder Data Systems”).
   • If it exists, select it.
   • If it does not exist you will need to create the Group/Organization by going to Patron Database > Groups and Organizations > +Create group/organization 
5. Confirm the transfer.

After the transfer:
• The order is now officially linked to that Group/Organization (just as if you had chosen it during order creation).
• The company name is now part of your Groups & Organizations data, not just a free‑text field.
• Future orders can reuse that group record.

Suggested uses for this tool:
• When a customer typed a company/school name during online purchase, and you want to fold that into your official G/O structure.
• When you recognize repeat company names and want accurate reporting and group history.

• Sign up today and start selling tickets Login